Fund House stock recommendations

Technology & IT
Mphasis: Morgan Stanley upgraded to Overweight, raising its target price to ₹3,500/share, citing strong deal momentum in Q1 and sustainable growth potential.

Business Upturn Retail
V-Mart Retail: Motilal Oswal upgraded the stock to Buy, increasing its target price to ₹1,035/share (up from pre…[Read more]

Equity Markets & Sector News Update -July 28, 2025

Market Overview
• Sensex closed at 81,463 (–0.88%), and Nifty 50 at 24,837 (–0.90%) on Friday, erasing recent gains.
• Today indices opened lower with Nifty at ~24,782, Sensex near 81,240. Market sentiment soured amid Kotak Bank’s weak Q1 earnings and stalemate in U.S.–India trade talks ahead…[Read more]

Important Result- Calendar

28-Jul-2025 (Today)

Derivative
• Bharat Electronics
• Adani Green Energy
• Adani Total Gas
• Indusind Bank
• Piramal Pharma
• Gail (India)
• Torrent Pharma
• Mazagon Dock Shipbuilders

Cash Segment
• Nippon Life India Asset Mgmt
• TTK Prestige
• Ajanta Pharma
• Motherson Sumi Wiring…[Read more]

Equity Markets & Sector News Update -July 26, 2025

Market Overview
• India’s equity market ended its fourth straight week of losses, with Nifty closing at 24,837 and Sensex at 81,463
• This slump erased ₹10 lakh crore in market cap and the benchmarks hit one month lows amid ongoing
• FII outflows of ₹13,552 crore and global tariff-relate…[Read more]

NSDL IPO details

– NSDL has fixed price band of its IPO between ₹760 to ₹800
– IPO will open on 30th July and close on 1st August
– Minimum lot size = 18 shares

Promoter Huge Buying SmallCap & MicroCap Stocks!
1. Cosmic CRF Ltd.
2. ABS Marine Services Ltd.
3. Enviro Infra Ltd.
4. Prizor Viztech Ltd.
5. Insolation Energy Ltd.
6. Man Infra-construction Ltd.
7. VVIP Infratech Ltd.
8. Mach Conferences Ltd.
9. Kore Digital Ltd.
10. Teerth Gopicon Ltd.

IPO Alert – M&B Engineering Ltd.
Merchant Banker: DAM Capital
IPO Launch: Scheduled for next week

Company Overview:
M&B Engineering Ltd., headquartered in Ahmedabad, Gujarat, is one of India’s leading providers of Pre-Engineered Buildings (PEBs) and Self-Supported Roofing solutions.

The business operates through two strategic div…[Read more]

Stocks removed from F&O from August Month

ACC
Aarti Ind
Balkrishna Ind
Bsoft
Chambal Fert
Hind Copper
MGL
M&M Finance
PEL
Tata Communications

Stocks removed from F&O from Sept Month

ABFRL
Adani Total Gas
CESC
Granules
IRB Infra
JSL
Poonawalla Fincorp
SJVN

Stock removed from F&O from Oct Month*

Tata Chemicals

Fund Flow Activity:

23 July 2025 (Rs. In Crs.)

Turnover: (NSE + BSE)

F&O Volume: 19244685.25 + 1944705.56 Total: 21189390.81

*Provisional Cash *

FII/FPI: NET SELL: -4209.11
(14475.50 – 18684.61)

DII: NET BUY: +4358.52
(15146.43 – 10787.91)

Equity Markets & Sector News Update -July 24, 2025

Markets & Macroeconomic Indicators

• India’s composite Flash PMI surged to 61.0 in July—a 14 month high, indicating strength in both manufacturing (58.4) and services (60.7) despite global uncertainties

• Global trade momentum reflected in firm GIFT Nifty and Asian markets—buoyed by U.S.–Japa…[Read more]

Fund House Recommendations – July 24, 2025

🔹 Tech & IT
🟢 Positive

Macquarie on Persistent: Outperform, TP raised to ₹7,330

MOSL on Persistent: Outperform, TP at ₹6,800

Jefferies on Infosys: Buy, TP raised to ₹1,860 (from ₹1,660)

Centrum on Infosys: Buy, TP raised to ₹1,942 (from ₹1,917)

Axis on Infosys: Add, TP raised to ₹1,720 (from…[Read more]

LISTING UPDATE-JULY 23, 2025

MONIKA – SME
IPO PRICE: 286
LOT SIZE – RETAIL: 800
LOT SIZE – HNI: 1200

LISTING PRICE: 288(+2₹,+0.70%)
LISTING GAIN – RETAIL: 1600/-
LISTING GAIN – HNI: 2400/-

Equity Markets & Sector News Update -July 23 , 2025

MARKET SUMMARY & GLOBAL CUES

• Indian markets poised for a positive start, following gains in Asian peers after the U.S.–Japan trade deal and expectations of U.S.–China discussions in Stockholm

• GIFT Nifty futures are trading ~75 points higher, indicating optimism around earnings and trade m…[Read more]

Laxmi India Finance Limited filed RHP with SEBI

Issue Date : 29 to 31-Jul, 2025
Fresh : 10,453,575 Shares
Ofs : 5,638,620 Shares
Retail : 35%.
Employee: Yes
FV : ₹5

New Mainboard IPO

Sri Lotus Developers and Realty Ltd files RHP

Dates: 30 July to 1 August

Full fresh issue: ₹792 Cr

Retail portion: 35%

FV: ₹1